Client Services Administrator – Financial Services

We are Rethink Financial Group. A diverse professional services firm located in Newcastle West with a genuine concern for the welfare of our clients, professionally and personally, assisting them to achieve their goals and never losing sight of the client journey.

We believe that our client’s experiences with Rethink should be positive, therefore we are looking for a team player who can deliver exceptional service to both our clients and our team.

Who is the Rethink Client Services Administrator?

Our CSA is a central point of contact for client communication, and therefore is a foundational piece in supporting our Accounting team to deliver on client services.  Our CSA is motivated not only to be successful in their own right, but has a desire to contribute to our vision and be part of creating something meaningful. Our CSA is organised and highly systemised, taking ownership of their role in the client’s journey and being dedicated to perfecting the CSA role at Rethink. They love being accountable to self, with limited supervision required and a genuinely engaging personality. Above all else, our CSA is a mature minded individual who has the passion and desire to build and develop their skill set, learning new ways of doing things and sharing that knowledge and experiences with others.

What is the Rethink Client Services Administrator responsible for?

Whilst we expect all our team members to roll up their sleeves and help out when needed across Rethink, some specifics that our CSA is responsible for include: coordinating team workflow  including booking in, setting up and registering new client jobs, completing and finalising client “packages” and providing them to the client in the desired format (including online portal management), ATO Lodgements and correspondence, communicating with clients and team on current work status and generally managing information through the team.

As this role intrinsically supports our Accounting specialty, a solid understanding of ASIC and SMSF obligations as well as ATO lodgement and correspondence protocols would be advantageous. For the right person, this role provides an opportunity for you to explore and learn more about working in an innovative professional financial services firm with the potential for a long-term and rewarding career.

All of these opportunities are available plus committed leadership, an amazing work space and location and a career path towards actually making a difference to the lives of others through your efforts.

If you have a passion for client services, a desire to contribute and be part of the movement and want a chance to create something meaningful, Rethink Financial Group may be the place for you. Apply now on SEEK or call Amanda for a confidential conversation to find our more.

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